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CommunityWhen I open a new file, sometimes only the file number shows in the top ribbon, but no file name or reference. How do I ensure that the matter name appears with the file number?

When I open a new file, sometimes only the file number shows in the top ribbon, but no file name or reference. How do I ensure that the matter name appears with the file number?

  • Ilka Corsar (Customer)

    In the Matter Type, in the Description box, you can enter additional information. For our practice, we have clients that have more than 1 matter.

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When I open a new file, sometimes only the file number shows in the top ribbon, but no file name or reference. How do I ensure that the matter name appears with the file number?